Unlike broker dealers, who are held to the lesser “suitability standard,” we are required to act according to our fiduciary duty. As a fiduciary, we are held to the highest standards of conduct and have a duty to not only act in the best interests of our clients, but also to provide full and fair disclosure of all material facts to our clients and a duty to avoid misleading them. We like that. Our fees are transparent, so you can be confident that we are accountable to you in everything we do. We wish every institution could make these statements, but they cannot. We have selected Charles Schwab & Co., Inc. to be our custodian, bringing all the resources and expertise of one of the world’s leading RIA custodians to all of our clients.
Our family, now in its fourth decade of advising successful executives, entrepreneurs and families, understands that every situation is different. Our approach is to fully understand your dreams — not just your “risk profile” — and then to present you with the options that best serve you, unfettered by the restrictions and agendas of a big institution.
These materials have been independently produced by Bogart Wealth. Bogart Wealth is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (Schwab). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Bogart Wealth provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.
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